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Showing 71 to 80 of 11466 search results.

  1. Completing suitability tabs: DBAAT video transcript [pdf]

    Transcripts Published: 15/01/2021
    Defined Benefit Advice Assessment tool (DBAAT) training

  2. Defined Benefit Advice Assessment tool (DBAAT) [xlsx]

    Forms Published: 15/01/2021
    The DBAAT helps firms and pension transfer specialists understand our file review methodology for DB transfer advice

  3. Completing the information tab: DBAAT video transcript [pdf]

    Transcripts Published: 15/01/2021
    Defined Benefit Advice Assessment tool (DBAAT) training

  4. Completing the disclosure tab: DBAAT video transcript [pdf]

    Transcripts Published: 15/01/2021
    Defined Benefit Advice Assessment tool (DBAAT) training

  5. Completing the causation tab: DBAAT video transcript [pdf]

    Transcripts Published: 15/01/2021
    Defined Benefit Advice Assessment tool (DBAAT) training

  6. Completing the summary tab: DBAAT video transcript [pdf]

    Transcripts Published: 15/01/2021
    Defined Benefit Advice Assessment tool (DBAAT) training

  7. Using the assessment tool: DBAAT video transcript [pdf]

    Transcripts Published: 15/01/2021
    Defined Benefit Advice Assessment tool (DBAAT) training

  8. Completing the insistent client tab: DBAAT video transcript [pdf]

    Transcripts Published: 15/01/2021
    Defined Benefit Advice Assessment tool (DBAAT) training

  9. FCA Board Minutes: 3 December 2020 [pdf]

    Meeting minutes Published: 15/01/2021
    FCA Board Minutes: 3 December 2020

  10. FCA Board Minutes: 10 December 2020 [pdf]

    Meeting minutes Published: 15/01/2021
    FCA Board Minutes: 10 December 2020